Siemens India Share Price Ends Higher Amidst Positive Outlook, Analyst Meet in Focus

Siemens Ltd. (NSE: SIEMENS), a key player in India's technology and industrial sector, saw its share price close in positive territory on Tuesday, May 20, 2025. The stock on the National Stock Exchange (NSE) closed around ?3,135.00, marking an approximate gain of 0.99% over the previous session. Throughout the day, the scrip touched an intraday high of around ?3,207.80 and a low of approximately ?3,054.40. Other financial portals reported closing figures in a similar range, between ?3,113 and ?3,177, reflecting minor variations at the exact point of data capture.

This positive movement comes as the company held an analyst and institutional investor call today, where it reportedly expressed a positive outlook on the Indian economy.

Impact of Demerger on Share Price and Historical Data:

Investors should note that Siemens Ltd. recently demerged its energy business into Siemens Energy India Ltd., with the ex-date being April 7, 2025. This corporate action has led to significant adjustments in Siemens Ltd.'s share price and heavily influences the interpretation of its recent historical data, including year-to-date, 1-year returns, and the 52-week high. For instance, historical price data shows a distinct drop around the ex-demerger date.

Historical Performance & Key Metrics (Considering Post-Demerger Adjustments):

• Market Capitalization: Approximately ?1.10 to ?1.11 lakh crore (INR 1.10 to 1.11 trillion).
• 52-Week High/Low:
  • The 52-week low is reported in the range of ?2,269.90 to ?2,271.44.
  • The 52-week high, when viewed in the post-demerger context, differs from pre-demerger figures. While some sources cite a pre-demerger high (e.g., ?4,041.64 on October 16, 2024), it's essential to understand this was before the value of the energy business was separated.
• Price-to-Earnings (P/E) Ratio: Varies across platforms, generally ranging from approximately 41 to 59.
• Earnings Per Share (EPS) - TTM: Around ?52.76 according to some sources, though this can vary based on calculation methodologies post-demerger.
• Dividend Yield: Approximately 0.39%.
• Recent Returns (interpret with caution due to demerger adjustments):
  • 1 Month: Positive, around +11.2%.
  • 3 Months: Shows an increase (e.g., ~+25% on BSE as per some sources, reflecting recovery/gains in the adjusted price).
  • 1 Year: Typically shows a negative return (e.g., around -12.6%) due to the share price adjustment post-demerger.
  • 3 & 5 Years: The stock has delivered strong long-term returns, though precise percentages are best viewed considering the demerger's structural impact.

Recent News & Developments (as of May 20, 2025):

• Analyst/Investor Meet & Company Outlook: Siemens India held its scheduled analyst and institutional investor meet today (May 20, 2025). Reports from the earnings conference call for the quarter ended March 2025 indicate a positive sentiment on the Indian economy. The company reportedly saw new orders in all segments except for low-voltage motors. The presentation for this meet was also submitted to the stock exchanges.
• Short-Term Stock Performance: Market observers noted that Siemens Ltd. has shown strong short-term gains recently, reportedly rising for eight consecutive days and outperforming its sector. The stock is trading above several short-term moving averages.

   

• Q2 FY25 Results (Quarter ended March 31, 2025): As background to today's analyst meet, the company had earlier reported a decline in net profit for the March quarter. This was attributed to factors including higher material costs in the Digital Industries business and demerger-related expenses, despite relatively flat revenue. The previous year's corresponding quarter had also benefited from an extraordinary gain from a property sale.

   

• Major Order Prospect: A Siemens-led consortium was recently (May 19, 2025) identified as the lowest bidder for a significant signalling and telecommunication systems project for the Mumbai-Ahmedabad high-speed rail (bullet train) corridor.

   

• Demerger Formalities: The company has provided details regarding the apportionment of the cost of acquisition for equity shares of Siemens Limited and the demerged Siemens Energy India Limited for shareholders.

   

• Analyst Ratings: Post-demerger, analyst ratings remain mixed, with many maintaining a "BUY" or "HOLD" recommendation, though target prices have seen adjustments. For example, Motilal Oswal had a 'Neutral' rating with a target of ?3,200 as of mid-May 2025. The average target price from a pool of analysts is reported to be around ?4,364.

Important Considerations for Investors: The demerger of Siemens Energy India Ltd. is a pivotal event for Siemens Ltd. Investors should carefully assess the company's performance and valuation metrics in the current post-demerger structure. Historical data, especially concerning share price and returns over the past year, needs to be interpreted with the demerger adjustment in mind.

Disclaimer: This information is for general awareness and informational purposes only and should not be considered financial advice. Stock market investments are subject to market risks. Please consult with a qualified financial advisor before making any investment decisions